Experience

• 

  Roland Criss

  • Dallas/Fort Worth Area

  • Senior Director of Fiduciary Solutions

    • Aug 2014 - Present
    • Dallas/Fort Worth Area

    Kristi Arthur is Senior Director of Fiduciary Solutions for Roland|Criss. In this role, Kristi works to develop new and foster existing partnerships with our valued business partners, advisors and plan sponsor clients who utilize our 3(16) fiduciary programs. She also serves as 3(16) Plan Administrator for plans of all asset sizes. Prior to joining Roland|Criss, Kristi served as Platform Director for 1st Global, providing platform development, marketing, communications and operations management for their fee-based retirement plan programs. Kristi also served as a Regional Sales Director for the platform and provided ERISA coaching and training for 1st Global’s CPA/wealth management advisor base.Kristi holds both the Chartered Retirement Plan Specialist (CRPS) designation from the College of Financial Planning and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. She earned a Master of Science degree in Social Work from the University of Texas at Arlington and a Bachelor of Science in Law Enforcement and Police Science from Sam Houston State University. She is currently enrolled at Nations University, in slow but steady pursuit of their masters program in Theological Studies.

• 

  1st Global

  • Retirement Plan Platform Director

    • Jan 2001 - Apr 2014